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New in Calxa: Unlinked Accounts are Ready to Go

January 25, 2024

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We are just waiting on a few test fixes. But next week you will find Unlinked Accounts and Transaction new in Calxa.

Introducing Unlinked Accounts and Unlinked Business Units

What is an unlinked account? It’s one that doesn’t exist in your accounting system.

And why would you want one of those? To budget for something new or planned.

Maybe you’ve only thought of it when creating the budget. For example, you’re budgeting for new staff and decide to hire a graduate. That may require additional expense lines for training or other courses that you don’t currently have in your system. By adding them into Calxa, you can complete your budget. Then, if you do hire the graduate, push the new accounts through to Xero, MYOB or QuickBooks. If the new plans don’t happen, you haven’t cluttered your accounting system with unnecessary line items.

Unlinked Business Units work in the same way. Use them for projects that you are evaluating. That way you can build a budget and see what effect it has on your overall bottom line and your cashflow.

New in Calxa - Add Unlinked Business Unit

In the case where the project goes ahead, you simply push the new business unit into the accounting system. However, if it doesn’t, delete it or put it to one side.

New in Calxa -Unlinked Business Unit

Alternatively, if you’ve separately added the new business unit in your accounting system, there’s an option to merge the linked account with that.

We’re confident that you will find many uses for these unlinked accounts and unlinked business units. They will add to the flexibility of your budgeting in ways yet to be imagined.

Transaction Reports are on Their Way

We have now switched the majority of our customers to transaction-based synchronisation with the accounting system. The rest is to be rolled out over the next few weeks. That gives us the data to provide you with the first of the transaction reports you have been asking for.

First up in early February will be Transaction Detail reports. Here is an example on how you can use this new report:

  • Filter by account, by business unit and a range of months to get a listing of all the transactions that match.
  • Add this to a bundle for those project managers who need the details for accountability.

We will shortly follow that with Aged Payables and Receivables reports, listing your outstanding invoices. Simply include these in your monthly reporting packs so that you no longer need to export them from the accounting system. If you consolidate multiple companies, you can choose to report across the whole group.

As always, there’s lots more we’re working on and coming up as new in Calxa. Have a look at our 2024 roadmap for a preview of our plans for the next year.

Feedback is Always Welcome

We value your feedback. To make the most of this feedback, we record every scrap of information we pick up from our day-to-day conversations with you. Here, our quest is to learn what you need. Ultimately, we want to deliver what will help you get your work done easier. So, feel free to give us unsolicited suggestions at any time. Some will take time to implement but sometimes we get ideas from customers that are very simple to change and make a big difference.

Look out for our change logs with all the details of recent changes. As always, you are most welcome to reach out any time you need a hand or simply book a session with our team.

Why leave it there?

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